Altman Solon is the largest global telecommunications, media, and technology consulting firm. In this insight, Associate Partner Grace Ogilby outlines our AI Resilience Diagnostic and explains how software investors can apply it across various assets.
Associate Partner Grace Ogilby shares a practical framework for investors navigating software assets amid growing generative AI disruption. As the technology reshapes core workflows and introduces new capabilities across the value chain, it is also challenging traditional sources of competitive advantage, prompting investors to reassess which categories, and which assets, are most likely to remain resilient.
Grace highlights our AI Resilience Diagnostic, which starts by evaluating the product category, as certain software segments are more exposed to generative AI than others. Categories whose outputs can tolerate probabilistic results tend to face greater disruption, while those requiring high determinism, deep domain expertise, or specialized reasoning are typically more insulated.
From there, assessing a product’s moats, technical and non‑technical, is essential. Technical moats can include proprietary datasets, specialized model architectures, or deeply embedded workflows that make replication difficult. Non‑technical moats often stem from switching costs, regulatory constraints, ecosystem partnerships, or long‑standing customer trust. Understanding how these different types of advantages withstand the pressures created by generative AI helps investors form a clearer view of long‑term resilience.
Taken together, these considerations form a structured lens for evaluating software assets today. The goal is not only to identify risk but also to understand where defensible, durable value is most likely to emerge.
Altman Solon leverages the AI Resilience Diagnostic across the investment lifecycle. Typical applications include:
Altman Solon is the world’s largest strategy consulting firm focused exclusively on telecommunications, media, and technology (TMT). In the technology sector, we support high-stakes decisions across software, infrastructure, hardware, and services, spanning growth strategy, go-to-market design, transaction support, and post-deal value creation.